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13F-HR filed by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 130 holding rows worth $5,457,738,727.

Accession
0001652442-26-000005
Filed
2026-08-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 135 entries on the cover page, a total value of $5,457,738,727 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,457,738,727 with VALUE read as dollars as filed, 13F file number 028-17578. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Amazon.com, Inc023135106COM996,493$237,504,142dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock1,699,356$232,488,894dollars as filed
CAPITAL ONE FINL CORP14040H105COM967,575$194,114,896dollars as filed
NVIDIA Corp67066G104COM933,424$186,768,808dollars as filed
EXELON CORP COM30161N101Stock3,976,576$185,387,973dollars as filed
FERROVIAL NV ORD SHSN3168P101Stock2,677,153$183,584,971dollars as filed
BROOKDALE SR LIVING INC112463104COM11,091,757$178,466,370dollars as filed
SEMPRA COM816851109Stock1,773,357$164,407,928dollars as filed
Microsoft Corp594918104COM394,726$147,240,692dollars as filed
AMEREN CORP COM023608102Stock1,285,233$145,282,738dollars as filed
Merck & Co.,Inc.58933Y105COM1,097,509$141,029,906dollars as filed
BARRICK MNG CORP06849F108COM SHS3,837,977$140,972,197dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock374,565$131,123,970dollars as filed
CROWN CASTLE INC COM22822V101REIT1,674,362$126,799,434dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock3,266,286$125,131,417dollars as filed
ENTERGY CORP NEW COM29364G103Stock1,085,598$124,691,786dollars as filed
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR950,878$121,617,296dollars as filed
HCA Healthcare Inc40412C101COM289,941$113,045,096dollars as filed
DOMINION ENERGY INC COM25746U109Stock1,612,527$110,119,469dollars as filed
H2O AMERICA784305104COM1,759,602$106,931,014dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock435,166$104,009,026dollars as filed
Duke Energy Corporation26441C204COM813,926$103,026,753dollars as filed
NISOURCE INC COM65473P105Stock2,164,103$102,903,098dollars as filed
META PLATFORMS INC CL A30303M102COM181,943$102,486,672dollars as filed
ENBRIDGE INC COM29250N105Stock1,878,276$101,820,763dollars as filed
MAPLEBEAR INC COM565394103Stock2,140,349$101,345,525dollars as filed
TOTALENERGIES SE ACTF92124100Stock1,225,885$95,347,141dollars as filed
Booking Holdings Inc.09857L108COM530,062$94,174,746dollars as filed
EVERGY INC COM30034W106Stock972,170$84,024,653dollars as filed
BRINKER INTL INC COM109641100Stock472,737$79,419,816dollars as filed
Salesforce.com, Inc79466L302COM502,872$78,779,928dollars as filed
Walt Disney Co254687106COM801,100$77,105,875dollars as filed
QORVO INC COM74736K101Stock815,441$76,056,182dollars as filed
American Tower Corporation03027X100COM448,574$73,373,249dollars as filed
Schlumberger Limited806857108COM1,576,411$73,287,347dollars as filed
VALARIS LTDG9460G101CL A996,450$72,342,270dollars as filed
ALLY FINL INC COM02005N100Stock1,563,322$71,834,646dollars as filed
GLOBUS MED INC CL A379577208Stock905,984$71,581,796dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock2,027,028$66,344,626dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A4,689,670$62,653,991dollars as filed
VENTAS INC COM92276F100REIT592,870$52,646,856dollars as filed
ELDORADO GOLD CORP NEW COM284902509Stock1,678,313$52,178,993dollars as filed
Progressive Corporation743315103COM228,468$49,908,835dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock163,533$49,228,339dollars as filed
CALIFORNIA WTR SVC GROUP130788102COM753,386$36,652,229dollars as filed
DYNATRACE INC COM NEW268150109Stock720,414$31,633,379dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR1,138,172$29,398,983dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock119,417$24,075,661dollars as filed
OWENS CORNING NEW690742101COM148,726$23,641,485dollars as filed
Johnson & Johnson478160104COM91,816$23,318,510dollars as filed
NEWMONT CORP651639106COM243,496$22,742,526dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock183,730$20,539,177dollars as filed
HONEYWELL INTL INC COM438516205Stock87,115$19,473,997dollars as filed
WORKDAY INC CL A98138H101Stock158,768$19,436,379dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock280,415$19,012,137dollars as filed
GLOBANT S AL44385109COM651,466$18,853,426dollars as filed
BIOGEN INC COM09062X103Stock86,827$18,759,842dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS39,222$18,731,251dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock81,593$18,038,580dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock824,018$17,395,020dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock77,785$16,486,531dollars as filed
ROKU INC COM CL A77543R102Stock112,797$15,581,778dollars as filed
GRABHLDGSLTDFCLASSCLASSAG4124C109STOK2,684,160$10,119,283dollars as filed
LIBERTY ENERGY INC53115L104COM CL A327,961$8,589,299dollars as filed
HUMACYTE INC44486Q103COM10,103,647$7,884,886dollars as filed
BANDWIDTH INC05988J103COM CL A82,551$5,225,478dollars as filed
CHIME FINL INC COM SHS CL A16935C109Stock191,757$3,927,183dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS35,161$3,374,753dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY51,262$2,751,232dollars as filed
NAVAN INC CL A639193101Stock114,908$2,627,946dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK55,422$2,096,060dollars as filed
FAIR ISAAC CORP COM303250104Stock1,751$2,092,060dollars as filed
FERMI INC314911108COM209,485$1,918,883dollars as filed
ZILLOW GROUP INC CL C CAP STK98954M200Stock51,960$1,637,779dollars as filed
Target Hospitality Corp.87615L107Common Stock, par value $0.0001 per share73,157$1,489,477dollars as filed
BLOCK INC CL A852234103Stock18,464$1,403,264dollars as filed
KASPI KZ JSC48581R205SPONSORED ADS15,278$1,323,686dollars as filed
AMERICAN COASTAL INSURANCE C910710102COMMON STOCK113,184$1,256,342dollars as filed
UBS GROUP AG SHSH42097107Stock24,604$1,221,889dollars as filed
BRUKER CORP116794108COM20,145$1,212,326dollars as filed
VEEVA SYS INC CL A COM922475108Stock6,776$1,202,537dollars as filed
SIMILARWEB LTDM84137104SHS145,601$892,534dollars as filed
SCHRODINGER INC COM80810D103Stock52,970$860,763dollars as filed
MAGNITE INC COM55955D100Stock41,477$787,233dollars as filed
ZILLOW GROUP INC CLASS A98954M101CL A19,900$624,263dollars as filed
CONTROLADORA VUELA COMP DE A21240E105SPON ADR RP 1065,647$615,112dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET10,365$604,070dollars as filed
CERTARA INC COM15687V109Stock83,677$548,084dollars as filed
SUZANO S A SPON ADS86959K105ADR70,035$543,472dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock12,048$489,390dollars as filed
INNIO NVN52A8C105ORDINARY SHARES10,000$395,500dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR4,974$379,417dollars as filed
ENDAVA PLC ADS29260V105ADR132,710$375,569dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,466$274,354dollars as filed
TIDEWATER INC NEW COM88642R109Stock2,889$192,494dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR187$173,493dollars as filed
Stryker Corporation863667101COM541$170,328dollars as filed
IMMUNOME INC45257U108COM7,971$168,905dollars as filed
CENCORA INC COM03073E105Stock531$150,262dollars as filed
Eli Lilly and Company532457108COM122$146,330dollars as filed
STERIS PLC SHS USDG8473T100Stock610$128,448dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM235$116,732dollars as filed
WATERS CORP COM941848103Stock275$103,136dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock693$101,254dollars as filed
UnitedHealth Group Inc91324P102COM228$94,764dollars as filed
NATERA INC COM632307104Stock322$87,407dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK964$82,721dollars as filed
SI BONE INC825704109COM4,965$81,029dollars as filed
Abbott Laboratories002824100COM734$66,603dollars as filed
AVISTA CORP COM05379B107Stock1,565$64,024dollars as filed
AUTODESK INC COM052769106Stock307$59,687dollars as filed
General Electric Company369604301COM145$54,191dollars as filed
INGERSOLL RAND INC COM45687V106Stock619$50,752dollars as filed
MYR GROUP INC55405W104COM97$48,539dollars as filed
HUMANA INC COM444859102Stock112$44,489dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock1,720$42,329dollars as filed
ORMAT TECHNOLOGIES INC686688102COM354$38,551dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock203$37,977dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM379$36,945dollars as filed
QIAGEN NV ORD SHARESN72482156Stock940$36,754dollars as filed
908 DEVICES INC COM65443P102Stock3,994$34,748dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock379$34,284dollars as filed
Cigna Corporation125523100COM124$34,184dollars as filed
BIO RAD LABS INC090572207CL A113$33,178dollars as filed
MCKESSON CORP COM58155Q103Stock43$32,491dollars as filed
TANGO THERAPEUTICS INC87583X109COM1,037$32,417dollars as filed
Adlai Nortye00704R109SPONSORED ADS1,642$18,883dollars as filed
RELMADA THERAPEUTICS INC75955J402COMMON STOCK2,414$16,705dollars as filed
ATAIBECKLEY INC04650F101COM SHS1,849$9,744dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B119$8,811dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001652442-26-000005this filing2026-08-06acceptance time not in the bulk data set